The Sturdza Family Fund: A portfolio built to weather extreme scenarios
Constantin Sturdza provides an overview of the Sturdza Family Fund and how it has performed during these unprecedented times.
Recorded
Apr 14 2020
16 mins
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Presented by
Constantin Sturdza
Constantin Sturdza
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The Strategic Bond Opportunities Fund Recorded: Feb 17 2021 2 mins
Eric Sturdza InvestmentsDiscover the Strategic Bond Opportunities Fund.
A diversified global fixed income fund. Active portfolio management with a focus on global bond opportunities with ESG consideration embedded within the investment process, with strong absolute performance since the inception date of 14/12/2018.
Citywire Selector Ranked Number 1 for Standard Deviation and Maximum Drawdown within the Bonds – Global Corporates category over 1 year (as at 31/12/2020).
A high-conviction concentrated portfolio of 30-60 issuers, seeking exposure to all continents (including developed as well as emerging markets), all types of ratings from AAA/Aaa to BB/Ba2 (Standard & Poor’s/Moody’s) and non-rated bonds (10% maximum), senior or subordinated debt (hybrid corporates and Tier II bank debt) with either fixed or floating coupon rates.
Visit the Fund page on our website for further information > http://esi.fund/?MzQyMDI
#EricVanraes #FixedIncome #ActiveManagement #InvestmentManagement #StrategicBondOpportunitiesFund
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IMPORTANT: Capital at Risk. Past performance is not indicative of future returns. For Professional Investors only with the exception of Switzerland where the Fund is approved for Qualified and non-Qualified investors. Investment involves risk. The value of investments, the funds and the income which may be generated from them can go down as well as up and therefore investors must be able to bear the risks of a substantial impairment or loss of their entire investments. Past performance is no guarantee of future results. -
Active Fundamental Investing adding value despite volatility. Recorded: Sep 29 2020 1 min
Eric Sturdza InvestmentsDiscover the Strategic European Smaller Companies Fund. We believe the Fund’s competitive advantage and its key differentiator lies in its ability to focus on target companies from every angle and leverage the network of relationships and corporate access provided by a number of stakeholders, providing a real understanding of the market share and performance of an investee company that results in the totality of the investment research being generated internally. Learn more > http://esi.fund/?NjQzMzk
#EuropeanEquities #ActiveManagement #InvestmentManagement -
Japan - Seizing Investment Opportunities During Market Volatility Recorded: Jul 22 2020 19 mins
Mitsuhiro YuasaYuasa discusses the challenges and opportunities within the Japanese equity markets and the action taken through the market volatility to cease these. -
Fundamental trading throughout the Pandemic Recorded: Jun 5 2020 12 mins
Bertrand FaureBertrand Faure provides insight regarding his views on “the most hated rally in history”, in which stock markets climbed in the midst of a devastating health and economic crisis and how he has navigated the Strategic European Smaller Companies Fund through this period. -
A bright future for most bonds... but not all! Recorded: Jun 4 2020 17 mins
Eric VanraesEric Vanraes, portfolio manager of the E.I. Sturdza Funds plc – Strategic Bond Opportunities Fund, provides insight on his assessment of the major influencers of fixed income markets today – macro data, central banks, equity markets, flows and rating agencies and how he reflects these in his three step investment process:
1. Top-down analysis seeking to identify the optimal allocation between two types of risk, pure duration and credit risk;
2. The allocation between these two risk categories, considering nominal and real yields, with credit risk introduced through different markets;
3. Bottom-up analysis: bond picking based on in-depth credit analysis to establish the portfolio.
Eric believes that a fixed income portfolio should consist of high quality and liquidity issues, with a low correlation to equities.
Recording from Citywire Asia's Virtual Investment Forum – 4th June 2020
For further information about the Strategic Bond Opportunities Fund or our fund range, please contact:
Adam Turberville, Head of Marketing & Client Relations
+44 1481 722 322
info@ericsturdza.com
ericsturdza.com -
The Sturdza Family Fund: Objective, Philosophy & Risk Management Recorded: Jun 3 2020 12 mins
Eric Sturdza InvestmentsIn this video interview, the investment team of the Sturdza Family Fund provide insight to the following questions:
• What is the Fund’s primary objective and philosophy?
• How does market timing impact your investment process?
• What is the Fund’s equity selection process?
• What is the role of the portfolio’s fixed income exposure in delivering the investment objective?
• What are the Team's views regarding volatility and the potential impact on compounding?
• How is risk addressed and perceived within the management of the Fund?
If you require any further information about the Sturdza Family Fund. Please contact:
Adam Turberville
Head of Marketing & Client Relations
+44 1481 742380
a.turberville@ericsturdza.com -
The Sturdza Family Fund: Overview of the Team Recorded: Jun 3 2020 6 mins
Eric Sturdza InvestmentsEric Sturdza discusses the qualities he believes are required by the team of the Sturdza Family Fund to perform over the long term.
The following members of the Sturdza Family Fund investment team provides an introduction explaining their role within the Fund:
• Eric Sturdza, Portfolio Manager.
• Constantin Sturdza, Portfolio Manager.
• David Haynal, Deputy Portfolio Manager / Equities.
• Eric Vanraes, Portfolio Manager / Fixed Income.
• Pascal Perrone, Deputy Portfolio Manager / Fixed Income.
• Marc Craquelin, Senior Adviser.
If you require any further information about the Sturdza Family Fund. Please contact:
Adam Turberville
Head of Marketing & Client Relations
+44 1481 742380
a.turberville@ericsturdza.com -
The award-winning Strategic Europe Quality Fund Recorded: May 26 2020 1 min
Eric Sturdza InvestmentsInvesting in European Quality Growth? Discover the award-winning Strategic Europe Quality Fund. A valuation driven investment approach aiming to buy high-quality businesses at discounted prices. Quality being defined as companies which are market leaders, benefit from long-term structural growth, have high margins and low capital intensity. The Fund has a structural bias towards consumer, healthcare, IT and generally avoids high cost of capital sectors such as insurers, utilities and the oil and gas majors. More information > http://esi.fund/?MTM4NDg
#EuropeanEquities #ActiveManagement #InvestmentManagement -
The Sturdza Family Fund – An Introduction Recorded: May 26 2020 10 mins
Eric Sturdza, Constantin SturdzaThe video provides an introduction to the Sturdza Family Fund by the Portfolio Managers, Eric and Constantin Sturdza.
Eric and Constantin Sturdza, portfolio managers of the Sturdza Family Fund discuss the following topics in this interview:
• Sturdza Family Fund: An introduction.
• Historical observations about investing.
• Three challenges of investing over the long-term.
• Best attempt to solve the challenges.
• For who and why was the Sturdza Family Fund created?
• How do you preserve your investment over long-term.
• Why does the Fund offer investors peace of mind?
• What type of investor is the Fund suitable for?
Require further information about the Sturdza Family Fund? Please contact:
Adam Turberville
Head of Marketing & Client Relations
+44 1481 742380
a.turberville@ericsturdza.com -
The Eric Sturdza Investments logo animated in 3D Recorded: May 26 2020 1 min
Eric Sturdza InvestmentsIntroducing the 3D Animation of the Eric Sturdza Investments logo. We hope you like it? The animation reveals our crest logo from various angles in a 3D space, finishing on the full Eric Sturdza Investments logo. -
The Sturdza Family Fund: A portfolio built to weather extreme scenarios Recorded: Apr 14 2020 16 mins
Constantin SturdzaConstantin Sturdza provides an overview of the Sturdza Family Fund and how it has performed during these unprecedented times. -
Strategic Bond Opportunities Fund: An Overview Recorded: Aug 20 2019 9 mins
Eric Vanraes & Pascal PerroneEric Vanraes & Pascal Perrone provide insight on the Strategic Bond Opportunities Fund. Subjects covered include:
• The strategy and philosophy of the Fund.
• The primary focus and contributor for the Fund.
• How the Fund's portfolio is currently positioned.
• What strategy is the Fund currently pursuing and how is this reflected in the portfolio's duration?
• Adjustments in the shape of the portfolio in the short- to mid-term.
• The Fund's approach to Risk Management.
• How are fixed income markets and the strategy performing.
The investment objective of the Fund is to achieve a total return through a combination of capital growth and income by investing in a globally diversified portfolio of fixed income securities.
If you would like to obtain further information, please contact Adam Turberville:
Adam Turberville
Head of Marketing & Client Relations
+44 1481 742380
a.turberville@ericsturdza.com -
Japanese Equities - Long-term investing in the Reiwa era Recorded: Jul 19 2019 5 mins
Mitsuhiro Yuasa, Portfolio Manager, E.I. Sturdza Strategic Japan Opportunities FundInsight to the current opportunities in the Japanese equities markets by PM Mitsuhiro Yuasa. -
European Equities: The potential for value creation in the long-term Recorded: Jun 17 2019 8 mins
Bertrand FaureBertrand Faure, portfolio manager of the Strategic European Smaller Companies Fund provides an update on the Fund's strategy as well as his insights regarding the market corrections of 2018 and the drivers of strong returns during 2019. -
Chinese Equities: Fundamental investing in light of the U.S. & China trade talks Recorded: Jun 17 2019 7 mins
Lilian CoLilian Co, portfolio manager of the Strategic China Panda Fund – an award-winning China Equities Fund – provides an update on the Fund's positioning and her latest insight on the Chinese equity markets during this volatile period between the U.S. and China. -
Japanese Equities - Long-term investing in the Reiwa era Recorded: May 17 2019 6 mins
Mitsuhiro YuasaInsight to the current opportunities in the Japanese equities markets by PM Mitsuhiro Yuasa.
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Japanese Equities – Investing in Growth Recorded: Mar 22 2019 50 mins
Mitsuhiro YuasaMitsuhiro Yuasa provides an update regarding the current macroeconomic environment in the Japanese equity markets and how he and his team are positioning the E.I. Sturdza Strategic Japan Opportunities Fund accordingly, with a focus on companies with consistent revenue / profit growth and strong management regardless of size, history, brand or market capitalization. -
China Equities: Core Investment Themes for Chinese Growth Recorded: Jun 19 2018 7 mins
Lilian CoLilian Co, portfolio manager of the EI Sturdza Strategic China Panda Fund discusses the Fund's core investment themes in the China equities market over the short and long term. -
A Bright Future for Japanese Equities Recorded: Jun 8 2018 5 mins
Yutaka UdaYutaka Uda, portfolio manager of the EI Sturdza Nippon Growth (UCITS) Fund discusses the opportunities available in the Japanese equity market over the short and long term. -
Japanese Equities: A Growth Opportunity Recorded: May 29 2018 6 mins
Mitsuhiro YuasaMitsuhiro Yuasa, portfolio manager of the EI Sturdza Strategic Japan Opportunities Fund discusses the opportunities available in the Japanese equity market.
We go beyond the conventional
Eric Sturdza Investments is a multi-boutique provider of investment funds, offering Global, Chinese, Japanese (all cap and large cap) and European (large cap,
as well as small / mid cap) equities, as well as a global multi-asset fund and a global fixed income strategy to high net worth individuals, institutions and wholesale investors. The funds / strategies are marketed across Europe and opportunistically in the Middle East and Asia.
as well as small / mid cap) equities, as well as a global multi-asset fund and a global fixed income strategy to high net worth individuals, institutions and wholesale investors. The funds / strategies are marketed across Europe and opportunistically in the Middle East and Asia.
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- Title: The Sturdza Family Fund: A portfolio built to weather extreme scenarios
- Live at: Apr 14 2020 11:00 am
- Presented by: Constantin Sturdza
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